For full information about what a pension transfer is and how to initiate one please visit our Pension Transfers web page. This page explains all you need to know and how to start the process.
Avoid delays by understanding how to initiate a Pension Transfer
Transfer In: We need a Letter of Authority from you and we will need a current benefit statement from your old pension provider. These need to be sent to us.
Transfer Out: Download our forms and send to your new scheme (not us!) They will then contact us.
What to expect after you've initiated a transfer
Transfers can take several months (average 12 weeks) so please be patient.
We will keep you informed throughout the process by email. We prefer to limit contact by telephone to exceptional circumstances. We will also email (or write) to you to advise when a case has been completed (or is going to be closed and why).
If you are dissatisfied with the quality of the service provided by our pension you may make a complaint to us. Please email us on firstname.lastname@example.org or write to us at Smart Pension Ltd. 20 Eastbourne Terrace, London W2 6LG with full details and reasons for your complaint.